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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,139 | $98,776-84.7% | $149,745-89.9% | $79,856-81.0% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.5%-17.1pp | 69.6%-4.3pp |
| Annual return | 19.19% | 27.38%-8.2pp | 276.72%-257.5pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,563 | $5,681-72.5% | $6,843-77.2% | $3,741-58.2% |
| Admin fee / account holder | $594 | $6,053-90.2% | $9,312-93.6% | $5,306-88.8% |